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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
1801
EnRich Financial Partners
Wisconsin
$459K – – –
HB
1802
Horizon Bancorp
Indiana
$458K -$6.15K -31 -2%
TFA
1803
Transamerica Financial Advisors
Florida
$458K +$50.8K +256 +20%
RF
1804
RHS Financial
California
$457K -$52.8K -266 -15%
FF
1805
Francis Financial
$457K +$12.7K +64 +4%
GFG
1806
Greystone Financial Group
Michigan
$456K -$220K -1,108 -42%
ITG
1807
Index Technologies Group
New York
$456K -$41.7K -210 -12%
LFP
1808
Lakeshore Financial Planning
Michigan
$456K – – –
AWM
1809
Absher Wealth Management
North Carolina
$453K -$125K -630 -30%
ANC
1810
Ames National Corp
Iowa
$453K – – –
CG
1811
Clifford Group
Massachusetts
$453K – – –
HCM
1812
Hodges Capital Management
Texas
$453K – – –
OL
1813
one8zero8 LLC
North Carolina
$453K – – –
PW
1814
Potentia Wealth
California
$453K – – –
SWGC
1815
Summit Wealth Group (Colorado)
Colorado
$449K +$296K +1,489 New
CWA
1816
Canvas Wealth Advisors
Kansas
$448K +$13.1K +66 +5%
PAS
1817
Parsonex Advisory Services
Colorado
$448K -$76.4K -385 -21%
PWM
1818
Paulson Wealth Management
Illinois
$447K +$4.57K +23 +2%
CAI
1819
Capital Advisors Inc
Oklahoma
$447K +$294K +1,480 New
CAM
1820
Carret Asset Management
New York
$447K -$7.94K -40 -3%
AAS
1821
Annex Advisory Services
Wisconsin
$445K +$17.1K +86 +6%
SFG
1822
Sovereign Financial Group
Connecticut
$444K +$292K +1,470 New
WMA
1823
Wealth Management Associates
New Jersey
$444K -$71.5K -360 -20%
HIM
1824
Hanlon Investment Management
New Jersey
$444K -$37.7K -190 -11%
GKWIM
1825
Gerber Kawasaki Wealth & Investment Management
California
$442K +$291K +1,464 New
71 72
73
74 75